Share Name Share Symbol Market Type Share ISIN Share Description
Action Hotels LSE:AHCG London Ordinary Share JE00BFZD1492 ORD 10P
  Price Change % Change Share Price Shares Traded Last Trade
  +0.00p +0.00% 23.20p 0 01:00:00
Bid Price Offer Price High Price Low Price Open Price
0.00p 0.00p - - -
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 43.15 -10.42 -6.15 34.3

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Date Time Title Posts
06/7/201809:43ALL ACTION139
15/2/201616:17Action Hotels57

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jpmorgan: My take/interpretation on latest bit of news out in few months: Agree Charts are poooor...Not much demand for shares until growth is proven again. Al Sabah family now have 72% of the company as of 25th March having bought 7% from Blakenny LLP at 23p. Float in December 2013 was 64p and raised £30.5m. Market cap c25m now at 19p. Financial Issues: The trading update in terms of sales was in expected lower range, but the operating profits were impacted notably. The execution costs on development pipeline is in short term are not brilliant with high depreciation costs, interest bill, etc. The final also likely also excluded a $1.2m rent waiver. So overall wrong direction but manageable via current structures. The company has 2276 rooms and looking to add Melbourne (376 rooms) from April 2018, and Oloya Riyadh and Dubai Creek in 2019 and adding 336 rooms approx so in 2020 will have c3000 rooms. The key value until the piepline is complete is NAV is still estimated at 109p. If the company/assets were for sale would they achieve this? Probability looks positive in this regards, but low probability of this occuring in short term in terms of a sale (even single units). More likely the Al Sabah family buy out minority shareholders at a low price if Melbourne opens well, and this is not get reflected on the OMV share price. It looks like the company by focusing resources on less developments, reducing dividends will be able to complete the confirmed pipeline within existing financial resources. If Melbourne can get a stable high occupancy rate as other australian properties this increase in rooms could move the needle in a positive direction with continuing contributions from other recently opened hotels increasing sales. The busines model and split of locations looks still to be intact at a local operating level. The group also needs to be considered on a property NAV level over long time period for a fairer valuation, but this question if this feasible with corporate structure. Am retaining my small holding which has no influence on AHCG, as a potential turn on 12 month view is there and also trust in CEO and keep in touch with travel market . Will not increase further till get further information from formal results, melbourne hotel opening, and more clarity with management/al sabah family on strategy in terms of long term financing now significant scale ane execution risks subside.
jpmorgan: Quick thoughts and review on this one as not looked at for a while. Notable director buy and larger than normal volume over last couple of days moving the price a little higher. With a dedicated FD and on-going moves to minimise interest bill the next 6-12 should be interesting with scaling out of business model this year. The business model looks to be in intact but opaque in many ways in terms of results (and comparison figures). Trading will determine success in LTM and share price.
dros1: Market Cap: £86m; Current Price: 58.5p •Finals slightly below but dividend in line •Revenue was +26% to $38m on the back of a 9% increase in the average daily rate (ADR) to $113, a 5% increase in revenue per available room (RevPAR) to $84 and average occupancy increased by 1% to 78% on a l-f-l basis YoY. Although a commendable performance where Adjusted EBITDA increased by 34% YoY to $11.3m this was c.6.5% below consensus for FY14. Final dividend increased by 126% to 1.45p taking the total to 2.17p and in line with expectations and points to a dividend yield of c.3.7% at the current price. •1Q15 has started well where ADR was +3% YoY to $111 though marginally below the FY14 ADR of $113 we ascribe this to seasonality and expect ADR to increase throughout the year. Revenue was +22% compared to the same period in the prior year. Consensus is looking for c.57% YoY revenue growth which implies the business has a lot to do in the remainder of the year in order to meet forecasts for FY15. •The group also appointed a new CFO, Krish Sundaresan, who comes with a wealth of experience in senior finance positions at international companies in the Middle East, Singapore, Japan, Australia and India. These are also key areas of expansion for the group. NORTHLAND CAPITAL PARTNERS VIEW: The hotel portfolio continues to expand in high growth regions though the share price is not particularly undemanding at c. 18x FY14 EV/EBITDA in our view. Finals are slightly below expectations though the business still produced a strong performance and finally an improving dividend at current price levels implies a yield closer to 4% which should attract attention.
11:05 I think the prospects for what it is doing are good. It will remain on my watchlist. It is the company structure that concerns me. And the share price behaviour (currently at its alltime low) doesn't justify a place in my portfolio at present.
shackleton1: Sanlam replaced after 3 months. Expect the new broker to find new investors and drive the share price higher.
philanderer: Market report.. Small-cap punters checked in to Action Hotels (LON:AHCG) after the recently AIM-listed group teamed up with Whitbread (LON:WTB) to take the Premier Inn hotels brand to the Middle East. The plan is to build four new Premier Inns by 2016, including the 166-bedroom operation in Sharjah King Faisal Road opening later this year – just down the road from Dubai's city centre. Action plans to invest around £63mln, while Premier Inn will be given long-term contracts to manage the hotels. Destinations such as Dubai are well-known for their five-star luxuries. But Action Hotels reckons there is a large market for those not willing to splash out the sums required for a good night's sleep. Whereas in the US 64% of hotels are branded mid-scale, in the Middle East the figure is only 22%. Action's chief executive, Alain Debare, said: "We have established a strong hotel business which is well-placed to take advantage of the significant growth opportunities for branded economy and midscale hotels across the Middle East. "Our partnership with Whitbread's Premier Inn brand will enable us to strengthen our leading position in the region." At the moment the mid-range hotels sector in the region is dominated by private, unbranded operations of often dubious quality. So Action has found there is ready demand for its concept of branded, intermediate-level hotels offering uniformly good facilities. It has six hotels in total - in Kuwait, Oman, Jordan and Melbourne - mainly under the Ibis fascia, although the group recently opened its first Holiday Inn and there are plans to badge some of the pipeline Premier Inns. It listed in London on December 23, raising US$50mln, which is cash that will fully fund a further eight hotels, or 1,500 rooms, over next three years. The news prompted a 14% jump from the share price on Monday to above 80p, some 15p higher than its float price.
Action Hotels share price data is direct from the London Stock Exchange
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